Manual account merging

I want to be able to manually enter and select an account that I want to merge with another. Currently can only merge accounts that eTapestry recognizes as duplicates.

  • Bailey Gould
  • Sep 30 2016
Data Entry
  • Attach files
  • a s commented
    August 18, 2022 17:47

    This function does not exist as far as I'm aware. It only works if eTapestry recognizes two accounts as duplicates. I have two accounts with the same email address and yet they are not showing up as duplicates with the ability to merge. This needs to be added as a function.

    ×

    Attachments Open full size

  • Rhonda Bonfield commented
    April 24, 2020 14:26

    Same. I did discover via customer service chat that it does exist. Under one account's Account Settings > Merge Roles, then find the other account. This should be in a more visible place.

    ×

    Attachments Open full size

  • Kenny Wilson commented
    November 06, 2018 16:52

    This function exists in eTap, this ticket can be closed.

    Go to Account > Home tab > Check For Possible Duplicates

    ×

    Attachments Open full size

Related ideas